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Level 2

Question

Trust

Forum|Forum|4 years ago
February 28, 2022
1 reply
24 views

Mom died last year and she had a trust with cash and annuities do I claim all money distributed to beneficiaries or just what annuities 1099-r?

Not A Product Question

Level 15

Are you using TurboTax Business to prepare a 1041 for the trust?

Level 2

Yes

Level 2

Reporting the income in 2021 might result in a mismatch. Wait until you receive the tax reporting statement.

ok thanks